Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth 0.94 19.69 2.50 24.87 33.71 15.49
Nifty Smallcap 100 -0.19 19.54 -0.83 28.62 30.93 14.58

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth Nov 18, 2016 2.50 24.87 33.71 1.25 80.22
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 5.11 17.05 17.56 0.80 36,257.53
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 3.05 28.58 28.10 0.93 30,616.22
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 5.68 20.61 24.42 0.59 26,537.48
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 4.96 23.84 26.02 0.74 17,427.57
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 6.85 25.80 27.18 1.05 16,908

Fund Holdings as on 30-June-2025

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • TREPS

  • Angel One Ltd

  • Sapphire Foods India Ltd

  • KSB LTD

  • KEI Industries Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • JK Cement Ltd

  • Procter & Gamble Health Ltd

  • Navin Fluorine International Ltd

  • Kalpataru Projects International Ltd

  • Brigade Enterprises Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Can Fin Homes Ltd

  • Grindwell Norton Ltd

  • Birlasoft Ltd

  • ESAB India Ltd

  • TVS Holdings Ltd

  • Rate Gain Travel Technologies Ltd

  • Westlife Foodworld Ltd

  • RHI Magnesita India Ltd

  • PVR INOX Ltd

  • Ganesha Ecosphere Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • Household & Personal Products

  • BPO/ITeS

  • Miscellaneous

  • Consumer Food

  • Compressors / Pumps

  • Cable

  • Wood & Wood Products

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Chemicals

  • Engineering - Construction

  • Construction - Real Estate

  • Professional Services

  • Finance - Investment

  • Finance - Housing

  • Abrasives

  • Electrodes & Welding Equipment

  • Auto Ancillary

  • Restaurants

  • Refractories

  • Film Production, Distribution & Entertainment

  • Textile - Manmade Fibres

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

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  • Cash

  • Equity

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series III

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series III is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 18-Nov-2016 and currently has an AUM of ₹80.22 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series III is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series III ended up ₹0.11(0.31%)yesterday to ₹34.8515.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series III is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156